2021 Winter IRA Workshop - IRA's: The Basics

February 17, 2021 - Basic
9:00-4:00 p.m. *will include break for lunch
Virtual
 
Brochure/Agenda/Registration Form
Register My Bank/Company
 
Who Should Attend?
Everyone event remotely involved in IRAs at your financial institution including: New Account Representativees, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who need this update and are involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who "oversees" the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts. This program recommended for 6.5 hours CPE credit. Life/Health Credit - Pending & Ethics Credit - Pending.
 
Program Content:
Please click on Brochure/Agenda above
 
Presenter
Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and located in the Texas Hill Country near San Antonio. With over 35 years in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and Webinars on IRAs and Health Savings Accounts on a nationwide basis. She has a BS in Management Science from New York's Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics.
 

Registration fees are based off the bank/company asset size. Registration fees are per bank/company, not individual. This fee includes all bank/company locations in Kansas. If registering online, please register one person from your bank to pay for the registration. Additional attendees should be emailed to:  lmott@ksbankers.com to receive login information prior to the conference. There is no limit to the number of attendees from your bank.

  • $100 million or less: $300 registration fee
  • $101-$400 million: $500 registration fee
  • $401-$750 million: $700 registration fee
  • Over $750 million: $900 registration fee
  • Associate Members: $900 registration fee
  • Non-Members: $1,250 registration fee

Add $25 if registering after February 5, 2021

We understand that circumstances arise requiring cancellation. If you cancel up to 3 business days before the program, your registration fee will be refunded.